Portal Expenses
Expense submission for external and portal consultants. They file real hr.expense records from a clean portal page — project, category, amount, receipt, billable and reimbursement flags — and internal reviewers approve, refuse and export from the backend.
What it does
Portal consultants submit expenses directly from the portal, scoped to the projects they work on. Each submission is a genuine hr.expense record, so it flows into Odoo's standard expense approval, payroll and accounting machinery. Consultants can edit their drafts until approval; after that, ownership is enforced so a portal user can neither edit nor delete an expense that is past draft/submitted or that isn't their own. Reviewers get backend approve/refuse views and a CSV export.
Highlights
- Portal expense entry with categories, receipts, and billable / reimbursement flags.
- Real Odoo hr.expense records — native approval, payroll and accounting flow.
- Draft editing until approval, then ownership enforced for all non-admin users.
- Backend approve / refuse views and CSV export.
- Access governed by the Permissions Management app.
Dependencies
portal, project, hr_expense, plus the ETS HR, Permissions Management and Portal Timesheet add-ons.
Configuration
1. Install; grant consultants the submitter capability through a Permissions Management role. 2. Mark products "Can be expensed" to expose them as categories. 3. Consultants work from /my/expenses.
Coverage
- 11 automated tests, including a full HTTP journey and a proof that even a sudo call cannot bypass the ownership check.
- Project visibility derives from task assignments (shared with the Portal Timesheet add-on).
Screenshots: TODO (capture from staging)
Built and maintained by ETS.inc — support via the address on this listing.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Expenses (hr_expense)
• Project (project) • Discuss (mail) • Employees (hr) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) |
| Community Apps Dependencies | Show |
| Lines of code | 12620 |
| Technical Name |
ets_portal_expenses |
| License | OPL-1 |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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